See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,471 | $48,795+85.4% | $65,493+38.1% | $84,808+6.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.00% | 20.20%-4.2pp | 982.45%-966.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,383 | $1,930+75.3% | $2,574+31.4% | $2,631+28.6% |
| Participant deferral / active EE | $2,666 | $2,928-9.0% | $3,961-32.7% | $4,212-36.7% |
| Admin fee / account holder | $23,997 | $3,877+519.0% | $5,028+377.2% | $7,344+226.8% |